+101.8%
IRM vs PAYC
-22.8%
+124.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.6% |
| 7D | +3.0% | -8.7% | +11.8% | +3.6% |
| 30D | -5.2% | +1.2% | -6.4% | -5.3% |
| 3M | -8.0% | +58.6% | -66.6% | -11.9% |
| 6M | +9.2% | +56.6% | -47.5% | +4.4% |
| YTD | +41.0% | +36.2% | +4.8% | +37.1% |
| 1Y | +23.3% | -2.2% | +25.4% | +25.2% |
| All | +101.8% | -22.8% | +124.6% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling